See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,389 | $112,729-16.3% | $98,716-4.4% | $137,256-31.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 11.98% | 38.48%-26.5pp | 31.81%-19.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $965 | $2,725-64.6% | $2,279-57.7% | $4,156-76.8% |
| Participant deferral / active EE | $4,458 | $4,640-3.9% | $4,048+10.1% | $6,407-30.4% |
| Admin fee / account holder | $170 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |